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Lloyd Advisory Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Lloyd Advisory Services’s Portfolio HEFA Stock Details HEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,045
Closed -$36K – 402
2021
Q2 		$36K Buy
+1,045
New +$35.5K 0.02% 189
2020
Q3 		– Sell
-91
Closed -$3K – 349
2020
Q2 		$3K Buy
+91
New +$2.38K ﹤0.01% 250

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lloyd Advisory Services's HEFA Position: Q3 2021 in Review

Lloyd Advisory Services sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2021, closing a stake of 1,045 shares — an estimated $36K sold.

Lloyd Advisory Services first reported a position in HEFA in Q2 2020 and held it in 2 quarters. The position peaked at $36K in Q2 2021. 179 funds tracked by Wall St. Rank hold HEFA as of Q3 2021.

  • Lloyd Advisory Services reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2021 after selling out during the quarter.
  • Lloyd Advisory Services sold 1,045 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2021, an estimated $36K.
  • Lloyd Advisory Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2020 and held it in 2 quarters.
  • Lloyd Advisory Services's iShares Currency Hedged MSCI EAFE ETF position peaked at $36K in Q2 2021.
  • 179 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2021.

Based on Lloyd Advisory Services's 13F filing for Q3 2021, filed 21 Oct 2021.